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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (73012)	6/29/2023 11:42:57 AM
From: Madharry	Read Replies (1) of 78915

you could be right about what you say in the last paragraph but I dont shop enough at CVS where I would bother checking out when stuff goes on sale there, where as i am in Costco at least twice a week as its less than 3 miles from my house. Starwood holding up surprisingly well after going ex dividend. distribution is right around 10% at the moment. which is more than adequate for my long term needs. I continue to feel that STWD deserves a higher valuation than this. Book is about $22 so if it paid out 8% on that it would pay out about $1.72 as opposed to the $1.92 its paying out now. Interesting discussion on CNBC this am. 32% of ceo-s surveyed believe we are going into a recession but the vast majority of company estimates are projecting earning increases. Guest believes that market is also not accounting for long term rates being in the 3.5% fo 4% range which will exert downward pressure on tech P/Es. OT I know you are involved as an alumni- just heard Supreme Court ruled against affirmative action, that will make for a busy summer. FYI one of my fringe specs TTI is up 7% today. its a servicer to the oil/gas industry with a potential lithium kicker.

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